See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,211 | $118,450-52.5% | $98,439-42.9% | $139,434-59.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 18.94%-4.7pp | 21.16%-7.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,532 | $3,609+25.6% | $3,048+48.7% | $4,751-4.6% |
| Participant deferral / active EE | $9,132 | $5,392+69.4% | $4,738+92.8% | $6,710+36.1% |
| Admin fee / account holder | $3,405 | $14,026-75.7% | $8,948-61.9% | $11,403-70.1% |